It always seemed to me that the PPI estimates were based on estimates derived from the CPI. After all - the final prices on the market are easier to observe than to carry out detailed surveys within producers. PPI growth estimates (0.3%) match CPI ...

US Producer Price Index - August 2025

I couldn't have put it better. A weaker dollar will further increase inflation. Imports of products, prices at gas stations. A weaker dollar will further force producers from the EU, JPY, GBP, etc. to reduce prices. The only thing pulling the dollar ...

Week Ahead: Fundamentals and Technicals Give Greenlight to Sell US Dollars

I wonder why the dollar should fall so much even after the rate cut in September? Before the speech in Jackson Hole, the market was pricing the Powell's hawkish speech. It was different, but the already expected rate cut in September is now fully ...

Week Ahead: Fundamentals and Technicals Give Greenlight to Sell US Dollars

If GDP does not fall significantly, then the labor shortage itself leads to wage increases, rather than if there were more employees on the market and unemployment were rising. The impact on the JPY should be positive. But I think it will be ...

Ueda: Japan's Labor Market under Demographic Decline: Evolving Dynamics and Macroeconomic...

But with a weaker USD, it will increase inflation in the US, reduce purchasing power and savings of citizens... Good job.

Trump: Fed's Cook must resign, now!!!

Did someone write that tariffs do not cause inflation...? :-D :-D It seems that the stocks purchased before the tariffs ran out faster than expected. When manufacturers increase costs so much in the summer months and at the same time with a ...

US Producer Price Index - July 2025

If we are talking about the global market, then yes, you are right. If we are talking only about the US market, then we need to wait to see what effect will prevail in the total sum. Very likely higher inflation, the question is how big the increase ...

US inflation starts to run hot

I understand what you mean, but it's an awfully static view. Automatically add a higher tax to the original price of the product. Do you think the market will behave with such a simple model? No. The impact of tariffs needs to be evaluated by how ...

US inflation starts to run hot

In my opinion, it is too early to make such an assessment. The CPI data was weaker than expected, but we are only at the beginning of the process. Moreover, it is necessary to look at the individual items that created the overall result, core ...

US inflation starts to run hot

I'm surprised that such statements still have any effect on the market. If America is still a country of law, Trump's lawsuit will only justify the fact that such a lawsuit cannot lead to the removal of the chairman or member of the FED. But yeah, I ...

Trump: Jerome “Too Late” Powell must now lower the rate; to pursue lawsuit against Powell

Finally someone wrote it. Not the number of new jobs, but the overall unemployment rate is the key factor in cutting interest rates. And the same is true for yesterday's Canadian labor market data

US job growth is slowing, but that doesn’t mean the US labour market is weak

And isn't it because at the same time, trades of American companies and funds open in the American session, and when they don't do well, it has an impact on the dollar...?

Japan says US promises to fix double tariff oversight

I understand you. We share the same opinion. But imagine this model - the labor market is slightly weakening. FED officials still call it solid. And then there are the variables - tariffs, state budget debt, Trump´s tax law, strengthening exports of ...

US Unemployment Insurance Weekly Claims

Yes, the Fed and, as a result, the USD are under pressure from the weakening labor market. But today's jobless claims data, along with other indicators, are not so alarming as to cause a significant movement in the market. This is a statistic ...

US Unemployment Insurance Weekly Claims

In my opinion, this is still a solid result compared to previous months. There is no significant deterioration or significant improvement compared to estimates, just a slight deviation from predictions.

US Unemployment Insurance Weekly Claims

If Japan after a "great deal" gets 15 % more, how much extra will it be for the EU tomorrow?

US to impose additional 15% tariff on Japan imports - Kyodo; Applies regardless of existing...

I honestly think that the way Trump attacks Powell will cause Powell not to lower rates. The FED is supposed to be independent, its members have their own professional resumes and they create their own legacy. No one wants to be labeled as someone ...

Hassett says Trump ‘wants his own people’ at the Bureau of Labor Statistics after firing...

I was hoping Trump to abolish the European Union... When your friend protects you from yourself ;-)

Trump: Agreed to extend, for a 90-Day period, deal with Mexico

But after the agreement is concluded, the tariffs will finally start to apply and have an effect. After all, until now the EU has always paid 0% tariffs. Because of Trump's constant delays. And I'll tell you that the threat of not concluding the ...

Trump: We have reached a deal with EU

Thank you for the explanation. But I don't understand what the market was afraid of worse. Or rather, what was worse, which would strengthen the dollar and weaken the euro. There was an option that the agreement would not be concluded and a 30% ...

Trump: We have reached a deal with EU